We are live on ! Find out more
IHDG icon

WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

141 hedge funds and large institutions have $768M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

2% more funds holding

Funds holding: 138 → 141 (+3)

2% more capital invested

Capital invested by funds: $752M → $768M (+$16M)

1.16% less ownership

Funds ownership: 68.45% → 67.28% (-1.2%)

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
18
Increased
61
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.1M
2
CWA
Choice Wealth Advisors
Maine
+$12M
3
Jane Street
Jane Street
New York
+$10.7M
4
Morgan Stanley
Morgan Stanley
New York
+$10.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$4.79M
2
Bank of America
Bank of America
North Carolina
-$3.11M
3
VWM
Venturi Wealth Management
Texas
-$2.96M
4
UCFA
United Capital Financial Advisors
Texas
-$2.19M
5
FTUS
Flow Traders U.S.
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
126
M&R Capital Management
New Jersey
$35K – – –
TCM
127
TD Capital Management
Tennessee
$30K +$32.1K +829 New
LPP
128
Life Planning Partners
Florida
$21.3K – – –
GI
129
Gradient Investments
Minnesota
$18K – – –
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$14K – – –
HI
131
Harbour Investments
Wisconsin
$12K – – –
AA
132
Ancora Advisors
Ohio
$5K – – –
NFSG
133
Newbridge Financial Services Group
Florida
$5K +$77 +2 +1%
BWL
134
Bogart Wealth LLC
Virginia
$4K – – –
OA
135
Operose Advisors
Wisconsin
$4K – – –
SL
136
Savior LLC
Massachusetts
$2K -$2.44K -63 -52%
TFGT
137
TS Financial Group (TSFG)
Illinois
$2K – – –
GRP
138
Global Retirement Partners
California
$1K – – –
CCM
139
Cribstone Capital Management
Maine
$1K +$77 +2 +8%
JP Morgan Chase
140
JP Morgan Chase
New York
$1K +$775 +20 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$174 +$178K +4,607 New
VWM
142
Venturi Wealth Management
Texas
– -$2.96M -79,179 Closed
FTUS
143
Flow Traders U.S.
New York
– -$1.08M -28,887 Closed
CWM
144
Cordatus Wealth Management
Pennsylvania
– -$720K -19,233 Closed
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
– -$557K -14,885 Closed
NA
146
NewEdge Advisors
Louisiana
– -$546K -14,581 Closed
BFAG
147
Blackston Financial Advisory Group
Florida
– -$487K -12,771 Closed
D
148
Diversified
Delaware
– -$228K -6,096 Closed
BMD
149
Better Money Decisions
New Mexico
– -$70K -1,863 Closed
FHA
150
First Horizon Advisors
Tennessee
– -$30K -807 Closed
3 4 5
6
7

IHDG Hedge Fund Activity: Q3 2022 in Review

141 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2022, worth a combined $768M — up 2.1% from $752M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHDG positions and 12 closed out — a net gain of 6 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $12.1M. The largest seller was Kestra Advisory Services, cutting an estimated $4.79M.

  • 141 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2022, up from 138 in Q2 2022.
  • Funds reported $768M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2022, up 2.1% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2022 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $12.1M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2022 was Kestra Advisory Services, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2022.